Investors Research Corp’s WisdomTree US MidCap Fund EZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$136K	Hold	1,799	–	–	0.02%	301
2026 Q1	$121K	Sell	1,799 -4,671	-72%	-$323K	0.02%	313
2025 Q4	$432K	Sell	6,470 -74	-1%	-$4.89K	0.08%	218
2025 Q3	$431K	Sell	6,544 -151	-2%	-$9.75K	0.08%	217
2025 Q2	$414K	Sell	6,695 -58	-0.9%	-$3.42K	0.08%	217
2025 Q1	$402K	Sell	6,753 -84	-1%	-$5.25K	0.09%	217
2024 Q4	$427K	Sell	6,837 -141	-2%	-$9.03K	0.09%	215
2024 Q3	$435K	Sell	6,978 -3,171	-31%	-$190K	0.1%	219
2024 Q2	$587K	Sell	10,149 -12,634	-55%	-$739K	0.14%	183
2024 Q1	$1.39M	Sell	22,783 -144	-0.6%	-$8.27K	0.33%	61
2023 Q4	$1.32M	Sell	22,927 -43	-0.2%	-$2.22K	0.32%	64
2023 Q3	$1.17M	Sell	22,970 -464	-2%	-$24.7K	0.3%	70
2023 Q2	$1.24M	Sell	23,434 -617	-3%	-$30.6K	0.31%	72
2023 Q1	$1.2M	Sell	24,051 -1,009	-4%	-$52.1K	0.31%	76
2022 Q4	$1.22M	Sell	25,060 -57	-0.2%	-$2.78K	0.33%	70
2022 Q3	$1.1M	Sell	25,117 -76	-0.3%	-$3.7K	0.34%	64
2022 Q2	$1.16M	Sell	25,193 -187	-0.7%	-$9.48K	0.35%	67
2022 Q1	$1.39M	Sell	25,380 -806	-3%	-$43.7K	0.39%	63
2021 Q4	$1.47M	Sell	26,186 -19	-0.1%	-$1.04K	0.45%	61
2021 Q3	$1.36M	Sell	26,205 -101	-0.4%	-$5.32K	0.46%	60
2021 Q2	$1.38M	Hold	26,306	–	–	0.48%	62
2021 Q1	$1.34M	Sell	26,306 -74	-0.3%	-$3.55K	0.5%	44
2020 Q4	$1.15M	Sell	26,380 -171	-0.6%	-$6.79K	0.45%	46
2020 Q3	$908K	Sell	26,551 -1,168	-4%	-$40.2K	0.44%	55
2020 Q2	$903K	Buy	27,719 +7,456	+37%	+$227K	0.45%	52
2020 Q1	$535K	Buy	20,263 +12,677	+167%	+$469K	0.33%	98
2019 Q4	$319K	Buy	7,586 +2,666	+54%	+$109K	0.15%	217
2019 Q3	$194K	Buy	4,920 +1,223	+33%	+$47.9K	0.1%	269
2019 Q2	$148K	Buy	+3,697	New	+$147K	0.08%	305

Other funds holding EZM